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NuScale Power

323 hedge funds and large institutions have $1.01B invested in NuScale Power in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 54

44% more call options, than puts

Call options by funds: $109M | Put options by funds: $75.3M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

6% more funds holding

Funds holding: 305323 (+18)

4.22% more ownership

Funds ownership: 49.29%53.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$49.1M)

Holders
323
Holders Change
+18
Holders Change %
+5.9%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
82
Increased
146
Reduced
54
Closed
59
Calls
$109M
Puts
$75.3M
Net Calls
+$33.2M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
Marshall Investment Management
Colorado
$9.35K +$13.3K +660 New
RAM
252
Riggs Asset Management
Pennsylvania
$9.25K
TFA
253
Toth Financial Advisory
Virginia
$8.5K -$30.3K -1,500 -71%
SWIM
254
Smallwood Wealth Investment Management
New Jersey
$8.5K +$12.1K +600 New
EWA
255
EverSource Wealth Advisors
Alabama
$8.34K +$11.7K +578 +5,255%
KWM
256
Kiker Wealth Management
Georgia
$8.2K +$11.7K +579 New
CFD
257
Creative Financial Designs
Indiana
$7.79K -$2.02K -100 -15%
VWM
258
Vermillion Wealth Management
Minnesota
$7.79K +$11.1K +550 New
LSA
259
Leonteq Securities AG
Switzerland
$7.78K +$11.1K +550 New
Optiver Holding
260
Optiver Holding
Netherlands
$7.67K +$2.47K +122 +29%
FMP
261
Financial Management Professionals
Texas
$7.42K +$10.6K +524 New
OWP
262
ORG Wealth Partners
Texas
$7.32K +$10.1K +500 New
SSB
263
Sandy Spring Bank
Maryland
$7.08K +$4.04K +200 +67%
CWM
264
Crowley Wealth Management
Delaware
$7.08K +$10.1K +500 New
FFWM
265
Future Financial Wealth Management
Ohio
$7.08K +$10.1K +500 New
SN
266
Sittner & Nelson
Oregon
$7.08K +$10.1K +500 New
CCM
267
Coldstream Capital Management
Washington
$6.4K +$9.14K +452 New
BWL
268
Bogart Wealth LLC
Virginia
$6.37K +$5.05K +250 +125%
TSMHT
269
Thurston Springer Miller Herd & Titak
Indiana
$6.02K
HFS
270
Hantz Financial Services
Michigan
$6K +$1.01K +50 +13%
JFA
271
JNBA Financial Advisors
Minnesota
$5.66K
OP
272
ORG Partners
Indiana
$5.05K -$3.13K -155 -31%
CA
273
Clearstead Advisors
Ohio
$4.96K
GSWM
274
Golden State Wealth Management
California
$4.96K
Comerica Bank
275
Comerica Bank
Texas
$4.89K +$3.07K +152 +79%

SMR Hedge Fund Activity: Q1 2025 in Review

323 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2025, worth a combined $1.01B — down 4.6% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SMR positions and 59 closed out — a net gain of 23 holders — while 146 added to existing stakes and 54 trimmed.

The largest buyer was VanEck Associates, adding an estimated $48.8M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 323 institutional investors held NuScale Power (SMR) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $1.01B of NuScale Power stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 82 funds opened new NuScale Power positions in Q1 2025 and 59 closed out, a net change of +23 holders.
  • The largest NuScale Power buyer in Q1 2025 was VanEck Associates, an estimated $48.8M added.
  • The largest NuScale Power seller in Q1 2025 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2025.